Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple at the shore

Shawn Valukas, CFP, CRPC

Senior Vice President–Wealth Management

Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor. In 2023 Northstar Partners was recognized by Forbes as a Best-In State Wealth Management Teams. 

Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. in Political Science, Northwestern University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Legacy planning
Custom portfolios
Alternative investments
Multi-generational families
Business Owners
Entrepreneurs
1 North Wacker Drive
32nd and 33rd Floors
Chicago, IL 60606
  • (312) 525-4693

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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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